Paraplanner

July 31, 2024

PSG Wealth Financial Planning

Bloemfontein

FULL TIME

Job description:
This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to our Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.
Responsibilities:

Financial Planning support
Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
Prepare statement of advice documentation as required.
Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Prepare statement of advice documentation as required.
Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
Customer Service
Team management
Administration
Client Relationship Management
Gather Policy information
Compile a summary of information
Research product information
Handling and solving of client enquiries
Handling of new application and quotations
Diary management
Reporting of new business statistics
Preparation of insure review appointments
Maintaining CRM systems